BlueStem Wealth Partners’s Salesforce CRM Stock Holding History

BlueStem Wealth Partners’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-833	Closed	-$221K	–	127
2025 Q4	$221K	Buy	+833	New	+$207K	0.02%	118
2025 Q3	–	Sell	-888	Closed	-$242K	–	125
2025 Q2	$242K	Buy	888 +2	+0.2%	+$535	0.03%	98
2025 Q1	$238K	Buy	886 +7	+0.8%	+$2.18K	0.03%	89
2024 Q4	$294K	Buy	+879	New	+$281K	0.04%	79

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlueStem Wealth Partners's CRM Position: Q1 2026 in Review

BlueStem Wealth Partners sold out of Salesforce (CRM) in Q1 2026, closing a stake of 833 shares — an estimated $221K sold.

BlueStem Wealth Partners first reported a position in CRM in Q4 2024 and held it in 4 quarters. The position peaked at $294K in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

BlueStem Wealth Partners reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
BlueStem Wealth Partners sold 833 Salesforce shares in Q1 2026, an estimated $221K.
BlueStem Wealth Partners first reported a position in Salesforce in Q4 2024 and held it in 4 quarters.
BlueStem Wealth Partners's Salesforce position peaked at $294K in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.